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Compass Wealth Management’s JPMorgan Chase JPM Stock Holding History

Compass Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.9M Sell
36,988
-2,563
-6% -$778K 2.69% 7
2025
Q4 		$12.7M Sell
39,551
-1,426
-3% -$441K 3.18% 4
2025
Q3 		$12.9M Sell
40,977
-1,190
-3% -$354K 2.89% 3
2025
Q2 		$12.2M Buy
42,167
+71
+0.2% +$18.1K 2.91% 3
2025
Q1 		$10.3M Sell
42,096
-2,854
-6% -$728K 2.63% 3
2024
Q4 		$10.8M Sell
44,950
-4,609
-9% -$1.07M 2.6% 3
2024
Q3 		$10.5M Sell
49,559
-2,307
-4% -$486K 2.46% 3
2024
Q2 		$10.5M Sell
51,866
-366
-0.7% -$71.6K 2.59% 4
2024
Q1 		$10.5M Sell
52,232
-1,247
-2% -$225K 2.62% 3
2023
Q4 		$9.1M Sell
53,479
-727
-1% -$110K 2.54% 3
2023
Q3 		$7.86M Sell
54,206
-601
-1% -$90.1K 2.47% 3
2023
Q2 		$7.97M Buy
54,807
+180
+0.3% +$24.8K 2.41% 3
2023
Q1 		$7.12M Sell
54,627
-120
-0.2% -$16.4K 2.26% 3
2022
Q4 		$7.34M Buy
+54,747
New +$6.94M 2.41% 4

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Compass Wealth Management's JPM Position: Q1 2026 in Review

Compass Wealth Management reduced its JPMorgan Chase (JPM) stake by 6.5% in Q1 2026, selling an estimated $778K and leaving 36,988 shares worth $10.9M. The position accounts for 2.69% of the portfolio, ranked #7.

Compass Wealth Management first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.9M in Q3 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Compass Wealth Management held 36,988 shares of JPMorgan Chase worth $10.9M as of Q1 2026.
  • Compass Wealth Management sold 2,563 JPMorgan Chase shares in Q1 2026, an estimated $778K.
  • JPMorgan Chase made up 2.69% of Compass Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Compass Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Compass Wealth Management's JPMorgan Chase position peaked at $12.9M in Q3 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.